Strategic Services

Experience

Do you find yourself reviewing the past fiscal year and wondering why, if business is so good, your profitability and return on capital are not exceeding your expectations? Our Strategic Services team will help you find and resolve your problem areas. We assist with establishing banking relationships, sourcing scalable tools, aligning cashflows, financial planning, and much more. Our team members advise, augment, and work alongside your team to identify opportunities, deploy resources, and achieve desired results unique to your organization.

We work with a variety of industries including but not limited to software as a service (SaaS) and platform as a service (PaaS), fintech, cypto/blockchain, consumer products, manufacturing, healthcare, semiconductors, and international structures.

We focus on crafting and executing processes tailored to hit your organization’s end goals. Whatever your strategic needs, reach out to our team –we are here to help you and your organization overachieve.

Clients We Serve

Expertise

Financial Planning

  • Audit
  • Budgeting, Variance, Dashboarding & KPI Management
  • Cash Flow Planning
  • Profitability Analysis & Improvement
  • Rightsizing & Burn Rate Management
  • Strategic Services & Organizational Alignment
  • Tax Planning

 

Managerial Planning

  • Capital Efficiency & Acquisition Planning, Analysis & Financing
  • Consolidation Implementation
  • Operational/Execution Planning
  • People Management
  • Structures for Growth

 

Strategic Planning

  • Board Development & Strategic Resourcing
  • Corporate Structure Development
  • Equity & Debt Financing/Placement
  • Executive Coaching & Mentoring
  • M&A, Due Diligence, Divestiture Planning & Modeling
  • Strategic Planning & Development
Alerts

Enhanced Due Diligence for High-Net-Worth Individuals

The recent regulatory scrutiny of Morgan Stanley highlights the critical importance of robust EDD programs...

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Insights

The Model Audit Rule (MAR): Enhancing Compliance With Strategic Audits

Model Audit Rule (MAR) compliance enhances the governance and accountability of healthcare insurers – but...

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Insights

2024 Risk Perspectives: How 2023 Shaped Today’s Risk Landscape

Because the risk landscape is so often changing, it’s important to look back at prior...

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White Paper

Implementing ISO Standards for Quality Management of AI Systems

ISO 27001 and ISO 42001 standards play crucial roles in managing AI management systems (AIMS)...

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Insights

FinCEN Issues Proposed AML Rule for Investment Advisers

FinCEN announced a new proposed rule imposing Anti-Money Laundering (AML) and suspicious activity reporting obligations...

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Blog

A Practical Junk Fee Review

Junk fees can be ambiguous, but have you considered them from a lending perspective? Here...

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Blog

Artificial Intelligence & Social Engineering: How Attackers Leverage ChatGPT

AI sites such as ChatGPT can be utilized by bad actors to create phishing emails...

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Alerts

Understanding the FDIC Special Assessment

The FDIC final rule has immediate accounting implications for financial institutions – here we break...

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Case Studies

Partnering With a vCFO: How Wolf’s Outsourced Accounting Solutions Optimized Salient’s Back-Office

As an early-stage software company, Salient was seeking a trusted vCFO to fulfill their back-office...

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Alerts

NYDFS Amendments to Cybersecurity Regulations

The newly adopted amendments to 23 NYCRR Part 500 will affect all financial services companies...

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Blog

A Chief Risk Officer’s View Across the Risk Pillars

The 2023 California Bankers Association Bank Summit offered insights into the various risk factors facing...

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Case Studies

Border Bank: A Better Path to Risk Management

Challenge Border Bank is a progressive financial institution that has grown significantly through successful mergers...

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Case Studies

Wolf Guides Synctera Through Model Validation Process

Together, Wolf and Synctera were able to ensure that Synctera’s fintech partners’ AML and KYC...

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White Paper

Beyond the Data Fields: Preparing for Small Business Lending Collection and Reporting Implementation

The CFPB final rule on Section 1071 reporting is here. Make sure that your organization...

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Events

FMS Philadelphia Chapter: East Coast Regional

Wolf will be speaking at the FMS Philly East Coast Regional Conference.

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Events

American Bankers Association: Risk and Compliance Conference

Wolf will be speaking at the ABA Risk and Compliance Conference.

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Events

scip: INTELLICON 2023

Wolf will be speaking at the scip Intellicon 2023.

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